Know Your Financial Landscape Understanding and managing finances is crucial for everyone. How you can save more, spend wisely, and afford your life goals? Life is about you having the confidence and knowledge to make informed decisions. Where do you get your financial education with practical tips and tailored advice? At Mendel Money we believe that true financial health begins with a deep understanding of your unique financial landscape. Our mission is to empower YOU at the intersection of your money and your life – where you need it the most. https://www.mendelmoney.com/disclaimer/

Seasoned business administrator providing strong customer service and project management support cross departmentally with Operations, Financial Planning, and Marketing. Operational focus providing efficiency enhancement initiatives for the company. Seamlessly maintains heavy schedule management in Outlook for multiple advisors, constructs organization books for new client accounts, ordering and inventory, coordinates facilities management, accounts payable/receivable, maintains confidentiality of client records, updates correspondence logs in accordance with compliance regulations, check processing, investment scheduling coordination, trade reconciliation, constructs summary of holdings reports quarterly/annually, generates quarterly billing statements with QuickBooks, website content management, and assists with lecture material preparation.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

EMC CAPITAL ADVISORS, LLC is an investment banking company based out of 2201 WAUKEGAN RD, Bannockburn, Illinois, United States.

The affluent confront risks to their family or business that can impact liquidity, financial certainty and capital preservation. For over four decades, JR KATZ has utilized insurance anchored solutions to help clients anticipate and hedge these risks. Our solutions are constructed through a meticulous process designed to deliver a true alpha to our clients. This process necessitates collaboration with our clients and their key advisors. We help our clients understand the unique financial characteristics of insurance and how this distinct asset class enhances other investment and estate planning strategies. Our process is defined by transparency, confidentiality, objectivity and creativity. Through our lens of independence, we evaluate and benchmark solutions, products and providers. As an industry leader, we have access and influence with the insurance companies. This enables us to produce exceptional results for our clients. After the solution is implemented, our policy management process is designed to deliver the expected outcome by continually monitoring product performance and changing client circumstances. Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.

Investment Consulting Services, LLC (ICS) specializes in consulting to institutional plans: Defined Contribution Plans: 401(k), PEP, 457(b), 401(a), 403(b), Annuity Funds and Supplemental Funds Defined Benefit Plans Health & Welfare Funds Endowments Foundations

Rappaport Reiches Capital Management is an SEC registered independent investment advisor with offices in Skokie and Chicago, Illinois. We offer a comprehensive approach to financial planning and investment management. Our Maximize Your Return on Life solution includes: • Organizing and clarifying • Incorporating values in decisions • Comprehensive financial planning • Value Added Indexing investing • Ongoing monitoring and updating The benefit is that clients can channel their energy into productive and enjoyable pursuits – family, work, community, retirement – knowing that the “money” part of their life is well-planned and on track.

We are committed to helping tax and accounting professionals build their financial services practice by providing the necessary tools and resources to succeed! Signature Advisors Group, Ltd consists of a dedicated and experienced team of professionals who focus on providing marketing and support services to tax and accounting practitioners across the United States. Our team comprises of CPAs and financial service professionals who have extensive experience in the industry. We offer a comprehensive range of products and services through our subsidiaries, which cater to the financial service needs of Primary Financial Advisors (PFAs). Our subsidiaries include: •Signature Advisors Group, Ltd.: Offers financial service training and marketing services. •Signature Financial Services, Ltd.: Provides fee-based financial planning and asset management services. •Signature Brokerage Services, Ltd.: Offers multi-line insurance brokerage and employee benefit plans. Our support teams are structured to provide our accountant affiliates with a program of support, training, services, products, and revenue potential that is unparalleled in the marketplace. Investment Advisory Services offered through Signature Financial Services, Ltd. Securities offered through FIRST HEARTLAND® CAPITAL, INC., Member FINRA&SIPC 855 East Golf Road Suite 2128, Arlington Heights, IL 60005, 847-545-8070 Signature Advisors Group, Ltd. and Signature Financial Services, Ltd. are not affiliated with First Heartland® Capital, Inc.

RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.

Founded in 2014, North Branch Capital is a lower middle market private equity firm, based in Oak Brook, IL, with a long history of investing alongside and partnering with management teams in industrial businesses. We specifically target businesses that lead with engineering excellence or value-added services in order to solve complex customer problems. We seek partnerships with strong leadership teams driving tremendous cultures, and we are much more than a source of capital or liquidity. With 50 years of collective operating experience, our collaboration with management teams is unique. This experience comes from the Partners of North Branch, not a network of executives or consultants. Follow us on Twitter: @northbranchcap TARGETED INDUSTRIES Value Added Distribution: Business to business with moderate average order size. Complimentary services or engineering component Niche Manufacturing: Non-commodity, highly engineered products. Low capital expenditure requirements Industrial Services: Unique service offering generating consistent, repeatable revenue INVESTMENT CRITERIA Revenue: $10 million to $75 million EBITDA: $2 million to $8 million Geography: United States and Canada for platform investments. Globally for add-ons